Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,712 | $183,592-44.6% | $155,574-34.6% | $145,877-30.3% |
| Participation rate | 68.8% | 82.7%-13.9pp | 78.2%-9.5pp | 80.3%-11.6pp |
| Annual return | 10.24% | 61.37%-51.1pp | 64.87%-54.6pp | 551.28%-541.0pp |
| Employer contribution / active EE | $3,457 | $5,317-35.0% | $4,676-26.1% | $4,663-25.9% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,691-100.0% |
| Admin fee / account holder | $768 | $19,316-96.0% | $15,914-95.2% | $13,402-94.3% |